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How to Conduct a Client Interview for a Case Study [VIDEO]

In this 4-minute video, Julian Lumpkin, CEO of SuccessKit, describes how to conduct a client interview for a Case Study. As Julian guides you through the call from start to finish, you’ll learn what key questions to ask your client during the Case Study interview. Clients’ answers to these questions will ensure you have a wealth of important information to start writing your Case Study.

In this video…

“Explain to them that the goal of the Case Study is to show a simple, compelling story of how you’ve helped them change and what it means for their company.”

Julian Lumpkin, SuccessKit

Read the article version of this video here.

Julian Lumpkin

Julian has focused his career on B2B sales and sales management, specifically bringing new technologies to market. After years as an elite sales rep, he began leading teams, specifically focused on coaching sales reps on how to be direct, credible, and respected throughout the sales process. Julian conceived of and designed SuccessKit when running an 18 person sales-team at Axial, a b2b startup, as a way to help sales reps have better conversations by utilizing customer success examples and other content more effectively.

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